Prospeo
Hero Section BackgroundHero Section Background
Grafton Wealth Management (UK)

Grafton Wealth Management (UK)

Financial ServicesFlag of GBMarlborough, England, United Kingdom1-10 Employees

Company overview

HeadquartersThe Old Railway Station, West Grafton, Marlborough, Wiltshire SN8 3BY, GB
Website
NAICS52
Keywords
Investment Planning, Business Protection, Retirement Planning, Inheritance Tax Planning, Wealth Protection, Family Protection
Founded2016
Employees1-10

Key Contact at Grafton Wealth Management (UK)

Flag of GB

Felicity Mcsheehy

Director and Adviser

About Grafton Wealth Management (UK)

At Grafton Wealth Management we provide independent bespoke wealth management advice to both individual and corporate clients throughout the UK. We deliver a relationship-focussed service to our clients and help them reach their financial goals through our comprehensive long term plans. Based in Wiltshire, we are committed to providing the highest level of skill and expertise by delivering bespoke face to face financial advice to both individuals and companies in all aspects of financial planning. We understand that planning a secure future for you, your family or business is one of the most important steps you will take. Our focus is to build trusted long lasting professional relationships with clients by fully understanding their needs, wants and aspirations which will then enable us to deliver a tailored financial solution.

$

Grafton Wealth Management (UK) revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Grafton Wealth Management (UK) has never raised funding before.

Frequently asked questions

Grafton Wealth Management (UK) is located in Marlborough, England, GB.
Grafton Wealth Management (UK) was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Grafton Wealth Management (UK) has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles